Company lists · Data refreshed September 2026

Top 25 Financial advisory outsourcing companies based in Indianapolis, United States

Name: Financial advisory outsourcing companies based in Indianapolis, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 63 companies tracked

RevenueBase identified 63 company matches for financial advisory outsourcing companies associated with Indianapolis, United States as of September 2026 and tracks 705 professional contacts across them, including 153 with verified work emails. Across the United States, New York is the largest hub for this category (410 companies); Indianapolis has 63.

This list covers company matches for financial advisory outsourcing companies associated with Indianapolis, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built

63Companies

705Contacts tracked

153Verified emails

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The 25 largest financial advisory outsourcing companies based in Indianapolis, United States

Ranked by team size

Top 25 of 63 company matches for financial advisory outsourcing companies based in Indianapolis, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Westpoint Financial Group	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 28, 2026	201-500	390 contacts →
	Exact match “Our mission at WestPoint Financial Group is simple.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Cbiz Somerset	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 28, 2026	201-500	41 contacts →
	Exact match “For over 60 years, our team has been guiding clients through the critical decisions that impact their financial health.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Delta Wealth Advisors	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 28, 2026	11-50	20 contacts →
	Exact match “What’s the Key to Finding Your Financial Clarity?” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Woodley Farra Manion Portfolio Management	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 28, 2026	11-50	17 contacts →
	Exact match “Woodley Farra Manion Portfolio Management has one philosophy: Investing is a marathon, not a sprint.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Avalon Wealth Advisory	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 28, 2026	11-50	15 contacts →
	Exact match “Avalon Wealth Advisory is a financial planning firm focused on providing strategic, actionable insights to our clients through a coordinated approach designed to make their lives…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	HUB CSI Advisory Services	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 28, 2026	11-50	14 contacts →
	Exact match “CSi Advisory Services, a division of HUB Retirement & Private Wealth, is a retirement plan consulting firm focusing on participant outcomes, investment outcomes and financial…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Archer Investment Corporation	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 28, 2026	51-200	12 contacts →
	Exact match “Archer Investment Corporation serves as a trusted partner of individuals and families, providing investment management solutions based on a thorough understanding of each client’s…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Market Street Wealth Management Advisors	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 28, 2026	11-50	11 contacts →
	Exact match “Protect and preserve your assets with personalized, ongoing financial planning and guidance from Market Street’s experienced team of fee-only wealth management advisors who are…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Signalcfo	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 28, 2026	1-10	10 contacts →
	Exact match “Since 2016, we've worked with over 100 companies and currently manage more than $168.9 million in revenue across companies spanning SaaS, professional services, manufacturing…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Mack Financial Group	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 28, 2026	11-50	9 contacts →
	Exact match “We design and implement unique financial tools to provide simple and durable solutions for families and businesses.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	SBC Wealth Management	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 28, 2026	1-10	9 contacts →
	Exact match “Founded in 1983, SBC Wealth Management was built on the American values of hard work, integrity, and uncompromising quality and personal service.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	The Crossroads Group	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 28, 2026	1-10	8 contacts →
	Exact match “TCG Planning is an action oriented firm that offers all-encompassing services for our clients.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Elements Wealth Management	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 28, 2026	51-200	7 contacts →
	Exact match “We're a diverse team who share a common goal: to help you pursue your dreams.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	RDW Financial Group	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “At RDW Financial Group, we believe that, and with that comes peace of mind.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Charter Advisory Corporation	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 28, 2026	11-50	6 contacts →
	Exact match “At Charter Advisory we assist our clients in a variety of areas.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Hurdle	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “We are different.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Carlson Wealth Advisors	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “Carlson Wealth Advisors is a full-service financial planning and investment management firm that helps individuals and business owners pursue their financial goals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Thurston Springer Financial	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 28, 2026	11-50	4 contacts →
	Exact match “Thurston Springer was founded ‘by advisors for advisors’ in 1981 as a forum where experienced financial-services practitioners could practice their craft according to the highest…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Watermark CPA Group	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 28, 2026	11-50	4 contacts →
	Exact match “You need to be able to make the most out of everything you’ve got, and pulling that off takes more than people would expect.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Beck Financial Strategies	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “We at Beck Financial Strategies believe every single person should have the opportunity to fulfill their own personal purpose.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Cerulean Private Wealth Advisors	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “Cerulean Private Wealth Advisors is an independent advisory firm dedicated to providing comprehensive financial planning and investment management strategies for high-net-worth…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Greenleaf Financial Group	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “Greenleaf Financial Group was founded to provide professional financial planning and investment management for individuals, businesses, and institutions seeking the highest levels…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Precedent Financial Strategies	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “Precedent Financial Strategies is an investment advisor to high income clients, managing family wealth through diversified asset portfolios, tax strategies, and estate planning.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Perspective Financial Group	Exact match	Indianapolis, IN, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “At Perspective Financial Group, we believe that the best view comes after the hardest climb.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Logan Financial Empowerment LLC	Exact match	Indianapolis, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “We are a virtual, financial advisory firm that provides financial planning services to individuals, families, and small business owners.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “financial advisory outsourcing companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 63 financial advisory outsourcing companies based in Indianapolis, United States

See the full list, filter by size, metro and specialty, and access 153 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial advisory outsourcing companies based in Indianapolis, United States at a glance

As of Sep 28, 2026

21.7%Verified-email coverage

11.2Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole United States list rather than for Indianapolis, so it is reported there. Company counts and contact totals on this page are exact for Indianapolis, over 63 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Indianapolis, United States whose business descriptions match “financial advisory outsourcing companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 153 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Financial advisory outsourcing companies by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “financial advisory outsourcing companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial advisory outsourcing companies are there based in Indianapolis, United States?

RevenueBase identified 63 company matches for financial advisory outsourcing companies associated with Indianapolis, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Westpoint Financial Group tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most financial advisory outsourcing companies?

New York leads the United States with 410 company records, followed by Atlanta (189) and Houston (185). Indianapolis has 63.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 153 professional contacts with verified work emails tracked across these 63 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.